PLANNING & ORGANIZATION TOOLS
Optional client-owned prompts; use, adapt, reorder, or skip based on context.
This tool offers optional prompts to record selected shopping or errand needs, sources, access, privacy, money questions, and no-purchase options without diagnosing memory or impulse behavior or prescribing a budget. Its fields are prompts, not findings, requirements, professional advice, or a complete model of the situation.
Use the client's own words. Separate direct observations and sources from interpretations, assumptions, predictions, and unknowns. Any field can be renamed, reordered, repeated, left blank, revisited, or discarded.
Optional coaching reflection, not therapy, diagnosis, medical care, a validated assessment, or business, financial, tax, accounting, investment, legal, employment, or relationship advice. Skip, adapt, or stop. Do not infer a cause, condition, trait, motive, truth, score, risk, priority, or required response from an answer, blank, label, difficulty, repetition, or estimate. Preserve privacy, consent, access, culture, power, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.
Use any field in any order. Rename, repeat, skip, or stop.
Use any number of entries or leave blank.
What is known, assumed, optional, or undecided?
Availability, access, timing, transport, culture, care, or other context.
Amount or range only if useful; use qualified advice for financial decisions.
Use any field in any order. Rename, repeat, skip, or stop.
What should not be recorded or shared?
Buy, compare, borrow, repair, ask, defer, remove, or no purchase.
Client-owned action, support, or no action.
What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?
Work with a Tandem coach to explore the context, choices, and support that matter to you.
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